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BWXT

BWX Technologies·NYSE
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BWXT fundamentals

BWX Technologies (BWXT) released its earnings on Feb 23, 2026: revenue was 885.80M (YoY +18.70%), beat estimates; EPS was 1.08 (YoY +17.39%), beat estimates.
Revenue / YoY
885.80M
+18.70%
EPS / YoY
1.08
+17.39%
Report date
Feb 23, 2026
BWXT Earnings Call Summary for Q4,2025
  • Record Growth and Strategic Wins: 18% revenue growth, $7.3B backlog, and acquisitions driving new contracts like the $1.6B uranium deal.
  • Financial Strength: $295M free cash flow, 2026 guidance for $3.75B revenue, and improved financial flexibility via debt refinancing.
  • AI and Automation: Phased AI adoption from process optimization to factory automation, despite security challenges.
  • Government and Commercial Expansion: Naval propulsion efficiency, SMR component bids, and potential U.S. commercial facility investments.
  • Margin Outlook: Government margins to improve post-2026; commercial margins to normalize with growth.
EPS
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
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Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.790.710.790.740.730.620.760.950.690.820.690.930.70.650.671.010.760.820.830.920.911.0211.08
Forecast
0.59570.560.66750.71330.70850.71860.79430.93290.66860.74570.71470.9280.61040.59490.64860.92750.69010.7410.7710.81420.76480.79260.85330.8908
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+32.62%
+26.79%
+18.35%
+3.74%
+3.03%
-13.72%
-4.32%
+1.83%
+3.20%
+9.96%
-3.46%
+0.22%
+14.68%
+9.26%
+3.30%
+8.89%
+10.13%
+10.66%
+7.65%
+12.99%
+18.99%
+28.69%
+17.19%
+21.24%
Revenue
Q2,undefined
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
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Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
----------------------542.00M505.00M520.00M557.00M528.00M505.00M499.00M591.98M531.00M554.21M523.70M624.20M568.36M612.40M589.99M725.50M603.97M681.47M671.96M746.27M682.26M764.00M866.30M885.80M
Forecast
----------------------464.07M458.79M492.49M492.98M524.38M523.20M535.18M603.27M517.86M541.64M530.99M642.32M557.60M558.25M578.27M659.42M599.92M639.31M658.84M721.82M645.68M711.06M793.37M837.50M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+16.79%
+10.07%
+5.59%
+12.99%
+0.69%
-3.48%
-6.76%
-1.87%
+2.54%
+2.32%
-1.37%
-2.82%
+1.93%
+9.70%
+2.03%
+10.02%
+0.67%
+6.59%
+1.99%
+3.39%
+5.66%
+7.44%
+9.19%
+5.77%

Earnings Call